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Raymond James Financial
RJF

499 hedge funds and large institutions have $8.02B invested in Raymond James Financial in 2019 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 147 increasing their positions, 192 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 37

8% more funds holding

Funds holding: 463 → 499 (+36)

8% more capital invested

Capital invested by funds: $7.46B → $8.02B (+$564M)

0.33% more ownership

Funds ownership: 105.74% → 106.08% (+0.33%)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

19% less call options, than puts

Call options by funds: $26.4M | Put options by funds: $32.5M

23% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 192

Holders
499
Holders Change
+36
Holders Change %
+7.78%
% of All Funds
10.8%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
79
Increased
147
Reduced
192
Closed
37
Calls
$26.4M
Puts
$32.5M
Net Calls
-$6.09M
Net Calls Change
-$12.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$134M
2
Millennium Management
Millennium Management
New York
+$106M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$86.5M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$50.9M
5
Primecap Management
Primecap Management
California
+$35.8M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$186M
2
Morgan Stanley
Morgan Stanley
New York
-$86.5M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$84.9M
4
Citadel Advisors
Citadel Advisors
Florida
-$74.6M
5
Wells Fargo
Wells Fargo
California
-$52.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$75.7M -$704K -13,140 -0.9%
Norges Bank
27
Norges Bank
Norway
$70.5M +$2.77M +51,702 +4%
FC
28
Fairpointe Capital
Illinois
$67.5M -$3.14M -58,568 -4%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$65.3M -$157K -2,925 -0.2%
Invesco
30
Invesco
Georgia
$63.7M +$4.87M +91,031 +8%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$62.7M +$7.56M +141,203 +14%
Charles Schwab
32
Charles Schwab
California
$61.7M +$2.83M +52,843 +5%
Legal & General Group
33
Legal & General Group
United Kingdom
$60.5M +$11.8M +220,294 +24%
EVM
34
Eaton Vance Management
Massachusetts
$54.9M +$9.69M +180,901 +21%
RP
35
RR Partners
New York
$51.5M -$1.08M -20,100 -2%
State of New Jersey Common Pension Fund D
36
State of New Jersey Common Pension Fund D
New Jersey
$48.2M – – –
Westfield Capital Management
37
Westfield Capital Management
Massachusetts
$48.2M +$286K +5,342 +0.6%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$47.1M -$378K -7,050 -0.8%
Goldman Sachs
39
Goldman Sachs
New York
$42.2M +$6.09M +113,752 +17%
N
40
Nuveen
North Carolina
$42.1M +$7.12M +132,960 +20%
TA
41
Teachers Advisors
New York
$41.4M -$4.77M -89,135 -10%
Janus Henderson Group
42
Janus Henderson Group
United Kingdom
$39.1M -$1.85M -34,609 -5%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$38.8M -$33.4K -623 -0.1%
RJA
44
Raymond James & Associates
Florida
$37.6M -$11.6K -216 -0%
PI
45
Putnam Investments
Massachusetts
$35.2M +$907K +16,932 +3%
PCM
46
Palisade Capital Management
New Jersey
$33.8M +$2.32M +43,373 +7%
UBS AM
47
UBS AM
Illinois
$33.7M -$592K -11,064 -2%
PPA
48
Parametric Portfolio Associates
Washington
$33.6M +$1.97M +36,789 +6%
AllianceBernstein
49
AllianceBernstein
Tennessee
$33.5M +$16.2M +302,023 +93%
Citadel Advisors
50
Citadel Advisors
Florida
$32.4M -$74.6M -1,392,782 -70%
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RJF Hedge Fund Activity: Q1 2019 in Review

499 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2019, worth a combined $8.02B — up 7.6% from $7.46B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new RJF positions and 37 closed out — a net gain of 42 holders — while 147 added to existing stakes and 192 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $134M. The largest seller was Viking Global Investors, exiting entirely with an estimated $186M sold.

  • 499 institutional investors held Raymond James Financial (RJF) as of Q1 2019, up from 463 in Q4 2018.
  • Funds reported $8.02B of Raymond James Financial stock for Q1 2019, up 7.6% quarter-over-quarter.
  • 79 funds opened new Raymond James Financial positions in Q1 2019 and 37 closed out, a net change of +42 holders.
  • The largest Raymond James Financial buyer in Q1 2019 was Wellington Management Group, an estimated $134M added.
  • The largest Raymond James Financial seller in Q1 2019 was Viking Global Investors, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2019.